SHJ
SCHW

Sharkey, Howes & Javer’s Charles Schwab SCHW Stock Holding History

Sharkey, Howes & Javer’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-120
Closed -$5K – 150
2019
Q2 		$5K Hold
120
– – ﹤0.01% 173
2019
Q1 		$5K Hold
120
– – ﹤0.01% 176
2018
Q4 		$5K Hold
120
– – ﹤0.01% 172
2018
Q3 		$6K Hold
120
– – ﹤0.01% 180
2018
Q2 		$6K Hold
120
– – ﹤0.01% 170
2018
Q1 		$6K Hold
120
– – ﹤0.01% 161
2017
Q4 		$6K Hold
120
– – ﹤0.01% 164
2017
Q3 		$5K Hold
120
– – ﹤0.01% 167
2017
Q2 		$5K Hold
120
– – ﹤0.01% 168
2017
Q1 		$5K Hold
120
– – ﹤0.01% 181
2016
Q4 		$5K Hold
120
– – ﹤0.01% 180
2016
Q3 		$4K Hold
120
– – ﹤0.01% 188
2016
Q2 		$3K Hold
120
– – ﹤0.01% 201
2016
Q1 		$3K Hold
120
– – ﹤0.01% 214
2015
Q4 		$4K Hold
120
– – ﹤0.01% 208
2015
Q3 		$4K Hold
120
– – ﹤0.01% 202
2015
Q2 		$4K Hold
120
– – ﹤0.01% 176
2015
Q1 		$4K Buy
+120
New +$3.48K ﹤0.01% 195

Other funds holding SCHW

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return